Azzad Asset Management Inc. ADV Grows Holdings in The Estee Lauder Companies Inc. $EL

Azzad Asset Management Inc. ADV raised its position in The Estee Lauder Companies Inc. (NYSE:EL) by 55.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 26,682 shares of the company’s stock after purchasing an additional 9,559 shares during the quarter. Azzad Asset Management Inc. ADV’s holdings in Estee Lauder Companies were worth $2,351,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in Estee Lauder Companies by 1.3% in the second quarter. Vanguard Group Inc. now owns 26,904,441 shares of the company’s stock valued at $2,173,879,000 after purchasing an additional 341,235 shares in the last quarter. State Street Corp raised its holdings in Estee Lauder Companies by 0.6% during the second quarter. State Street Corp now owns 10,859,539 shares of the company’s stock worth $877,451,000 after purchasing an additional 69,959 shares in the last quarter. Invesco Ltd. lifted its position in shares of Estee Lauder Companies by 13.7% during the 2nd quarter. Invesco Ltd. now owns 7,596,379 shares of the company’s stock worth $613,787,000 after buying an additional 914,594 shares during the last quarter. Bank of New York Mellon Corp boosted its holdings in shares of Estee Lauder Companies by 46.4% in the 3rd quarter. Bank of New York Mellon Corp now owns 6,112,501 shares of the company’s stock valued at $538,634,000 after buying an additional 1,937,107 shares in the last quarter. Finally, Geode Capital Management LLC boosted its holdings in shares of Estee Lauder Companies by 17.8% in the 2nd quarter. Geode Capital Management LLC now owns 5,912,792 shares of the company’s stock valued at $475,710,000 after buying an additional 892,631 shares in the last quarter. 55.15% of the stock is currently owned by institutional investors and hedge funds.

Estee Lauder Companies News Roundup

Here are the key news stories impacting Estee Lauder Companies this week:

• Positive Sentiment: Q2 results beat expectations (EPS $0.89 vs. $0.84) and management raised full‑year sales/earnings guidance, supported by stronger China sales and progress on the “Beauty Reimagined” turnaround — a core reason buyers are returning. Business Wire: Fiscal Q2 Results
• Positive Sentiment: Major brokers showed support: Citigroup upgraded EL to “buy” with a $120 PT and Bank of America reiterated a Buy with re‑rating potential, signaling conviction among some institutional analysts that fundamentals and margin upside remain attractive. Benzinga: Citigroup Upgrade
• Positive Sentiment: Company announced a quarterly dividend (record Feb 27; pay Mar 16), which supports income investors and can help stabilize shares amid the volatility.
• Neutral Sentiment: Several analysts trimmed price targets but left constructive ratings: JPMorgan cut its PT to $121 while staying “overweight” and Wells Fargo lowered its PT to $105 with an “equal weight” call — suggesting cautious optimism but reduced upside assumptions. Benzinga: PT Changes
• Neutral Sentiment: Telsey Advisory Group reaffirmed “market perform” with a $105 target, reflecting mixed analyst views on short‑term growth versus longer‑term restructuring benefits. Benzinga: Telsey Reaffirmation
• Negative Sentiment: Management warned tariffs will shave roughly $100M off full‑year profitability (mostly in H2), pressuring margins and prompting talk of potential pricing actions — a clear near‑term headwind. CNBC: Tariff Headwinds
• Negative Sentiment: Despite the beat, the company’s cautious guidance and restructuring costs led to a heavy sell‑off (shares fell sharply earlier on the outlook and restructuring impact), showing how sensitive EL is to near‑term profit expectations. Investopedia: What Dragged Shares Lower
• Negative Sentiment: Coverage and commentary questioning EL’s valuation and the pace of the turnaround have amplified volatility — several headlines ask whether to trim positions after the drop, keeping sentiment fragile in the near term. Forbes: Should You Cut Your Position?

Insiders Place Their Bets

In other news, Director Barry S. Sternlicht sold 3,972 shares of the firm’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $91.83, for a total value of $364,748.76. Following the completion of the sale, the director owned 34,812 shares in the company, valued at approximately $3,196,785.96. This trade represents a 10.24% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Meridith Webster sold 5,430 shares of the business’s stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $87.84, for a total transaction of $476,971.20. The SEC filing for this sale provides additional information. 13.05% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts recently commented on EL shares. Wall Street Zen upgraded shares of Estee Lauder Companies from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. The Goldman Sachs Group raised Estee Lauder Companies from a “neutral” rating to a “buy” rating and raised their price objective for the stock from $76.00 to $115.00 in a report on Monday, October 13th. Zacks Research raised Estee Lauder Companies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, December 16th. JPMorgan Chase & Co. decreased their target price on Estee Lauder Companies from $131.00 to $121.00 and set an “overweight” rating for the company in a research report on Friday. Finally, Jefferies Financial Group started coverage on Estee Lauder Companies in a research report on Wednesday, January 14th. They set a “hold” rating and a $110.00 price target on the stock. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $103.27.

Estee Lauder Companies Stock Performance

NYSE EL opened at $99.59 on Monday. The firm has a market cap of $35.89 billion, a P/E ratio of -199.18, a P/E/G ratio of 1.15 and a beta of 1.14. The Estee Lauder Companies Inc. has a 52-week low of $48.37 and a 52-week high of $121.64. The business’s 50-day moving average price is $109.17 and its 200 day moving average price is $97.51. The company has a quick ratio of 1.00, a current ratio of 1.36 and a debt-to-equity ratio of 1.82.

Estee Lauder Companies (NYSE:EL) last posted its quarterly earnings data on Thursday, February 5th. The company reported $0.89 earnings per share for the quarter, topping analysts’ consensus estimates of $0.84 by $0.05. The company had revenue of $4.23 billion during the quarter, compared to analysts’ expectations of $4.22 billion. Estee Lauder Companies had a positive return on equity of 17.59% and a negative net margin of 1.21%.The firm’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same period last year, the firm earned $0.62 EPS. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. On average, equities research analysts expect that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current year.

Estee Lauder Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Friday, February 27th will be paid a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Friday, February 27th. Estee Lauder Companies’s payout ratio is currently -280.00%.

About Estee Lauder Companies

Estée Lauder Companies Inc (NYSE: EL) is a global leader in prestige beauty that develops, manufactures and markets a broad portfolio of skincare, makeup, fragrance and hair care products. Founded in 1946 by Estée Lauder, the company has grown from a small family business into a multinational consumer-products enterprise headquartered in New York City. Its activities span product research and development, brand and product marketing, manufacturing and global distribution across multiple retail channels.

The company’s portfolio includes a mix of legacy and prestige brands that target different consumer segments and price points, with well-known names such as Estée Lauder, Clinique, MAC, La Mer and Jo Malone among others.